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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,510 | $73,863-50.6% | $143,797-74.6% | $68,490-46.7% |
| Participation rate | 58.6% | 66.7%-8.0pp | 80.3%-21.7pp | 67.9%-9.3pp |
| Annual return | -17.06% | 0.91%-18.0pp | -0.04%-17.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,334 | $3,185-58.1% | $4,952-73.1% | $2,597-48.6% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,080 | $5,756-46.5% | $14,679-79.0% | $5,403-43.0% |